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Log Multiple Clients tab

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Use this tab to log user-defined status events for multiple UltraTax CS clients simultaneously. The events available for logging on this tab are defined using the Status tab in the Office Configuration dialog (Setup, Office& Configuration, then Status tab).
To open this tab, choose Utilities then Client Status (or select the Client Status button on the toolbar) and select the Log Multiple Clients tab.
note
This tab is available only if you have defined global status events on Setup, Office& Configuration, then Status tab.

Fields & buttons

Clients available pane
Lists all clients who meet the criteria designated in the Focus group box. Select the client(s) for whom you want to log status events and select the Select button to move them over to the Clients selected pane on the right.
note
To sort the client list by client ID, name, entity type, or status event, select on the words Client ID, Name, Entity, or the clock icon in the title bar of the list pane.
Clients selected pane
Lists the clients for whom you have selected to log status events.
note
The open client automatically appears in this list pane. If you do not want to log status events for the open client, select the client's name in this list pane and select the Remove button.
note
  • To remove a client from this list, select the client and select the Remove button. The client returns to the Clients available to select pane on the left.
  • To sort the client list by client ID, name, entity type, or status event, select on the words Client ID, Name, Entity, or the clock icon in the title bar of the list pane.

Focus group box

Entity Types
Mark one or more of the entity type checkboxes to include the corresponding clients in the client list.
Example:
 To include only 1040 clients in the list, clear all checkboxes except the
1040
 checkbox.
note
In most dialogs, mark the
Other
 checkbox to include 990, 5500, 706, and 709 clients in the list. In the View Electronic Filing Status dialog, mark the
Other
 checkbox to include Michigan Business Tax (MBT) clients in the list.
Restore user/default focus options button
Select this button to toggle between the most recent custom Focus selection and the default selection.
Preparer/Reviewer/Staff
Select a preparer, reviewer, or staff member from the drop-down list to limit the list to clients whose returns were assigned to a specific person.
Event
This field displays the selected status event by which the client list is focused and the sorting criteria for that event. To limit the client list by a different status event or to change the sorting criteria, select the Modify button to open the Modify Event Focus dialog.
Modify button
Select this button to change the selection in the adjacent field.

Log Clients group box

Event
Use this drop-down list to select the status event you want to log for the highlighted client. After selecting the event date and time, select the Log Now button to log the event.
Comment
Use this field to enter a note regarding the status event being logged. Comments entered in this field will appear in the General Client Information and Client Status History reports and in the Status Log list, which you can access from the Client Status toolbar button.
Date
UltraTax CS will automatically display today's date (or the date on which you last opened this dialog) in this field. To change the date of the status event you are logging, enter the desired date here.
Time
UltraTax CS will automatically display the current time (or the time at which you last opened this dialog) in this field. To change the time of the status event you are logging, enter the desired time here.
Log Now button
Select this button to log the selected event for the selected client(s) at the date and time specified in the fields above.

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